VRIG

Invesco Variable Rate Invest

Latest period2024 - Q4Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Invesco Variable Rate Invest (VRIG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Variable Rate Invest (VRIG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Variable Rate Invest (VRIG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Variable Rate Invest (VRIG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jocelyn Raffaelle@Sunflower Bank, N.a.
Recent Activity
Increased 2.61%
3.7%
$13.278M
528,671 shares@ 25.12 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -20.58%
0.83%
$12.025M
478,788 shares@ 25.12 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 9.92%
1.73%
$11.022M
438,845 shares@ 25.12 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 22.56%
0.81%
$10.668M
424,777 shares@ 25.12 avg price
Tim Reyna@Cerro Pacific Wealth Advisors Llc
Recent Activity
Increased 75.01%
1.96%
$5.908M
235,516 shares@ 25.09 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -3.53%
0.27%
$3.243M
129,123 shares@ 25.12 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 14.1%
0.29%
$2.862M
113,963 shares@ 25.12 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 13.02%
0.52%
$1.036M
41,249 shares@ 25.12 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -19.51%
0.03%
$506,148
20,153 shares@ 25.12 avg price